How do I determine a Client and/or Vendor record when importing? [FAQ]

Client and Vendor import fields:

Client ID = Name or Abbreviation of Company Name

Is a Billable Client = Yes

Vendor ID = Name or Abbreviation of Company Name

Vendor = Yes

Viewing the CSV file In Excel may look something like this:

Header Fields	Client ID	Is a Billable Client	Vendor ID	Vendor
Record to import	Name	Yes	Name	Yes

Please refer to the Importing Setup Data and Records guide for more information.